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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,620 | $102,422-85.7% | $147,117-90.1% | $80,959-81.9% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 46.97% | 135.16%-88.2pp | 420.54%-373.6pp | 35.67%+11.3pp |
| Employer contribution / active EE | $470 | $3,717-87.4% | $4,932-90.5% | $2,757-83.0% |
| Participant deferral / active EE | $5,806 | $6,652-12.7% | $8,065-28.0% | $4,300+35.0% |
| Admin fee / account holder | $1,608 | $7,953-79.8% | $12,993-87.6% | $6,925-76.8% |